Taxation and Personal Financial Planning (PFP)

On-Site Course Listing

IRS Disputes


Want to help your client save money and avoid potential trouble with the IRS? This CPE course, which has been updated for the Tax Cuts and Jobs Act (TCJA), explains what may trigger an IRS audit, how to negotiate, settle on appeal, qualify for an IRS collection program and evaluate your...

Multistate Income Tax


You can conquer the theoretical conundrums and compliance issues caused by the question of whether or not a business has nexus in a particular jurisdiction. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of...

Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes


The barriers to doing business across state lines have significantly decreased in recent years. However, this creates additional issues for taxpayers and their preparers in determining where and when they have nexus in a state which would require them to file either state income tax or...

PFP Certificate Program

The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This program is a...

PFP Practical Applications Certificate Program


The PFP Practical Application Certificate is earned upon successful completion of the continuing education courses. It is an informative and engaging learning experience that will enhance your knowledge of personal financial planning. Part of the Personal Financial Planning Certificate...

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